Recategorizing / bulk acount changing

[Elwood]

I see the appeal of each approach, but I think I'm more aligned with your approach, David. I want to be able to dig through the old data occasionally and to be able to do reports and trends over time. I think I'm getting close to the end of my cleanup in Quicken but you never know. Might do another test import into Gnucash soon to see where I am. 

Does anyone have a list of accounts (without personal information) that they're willing to share?  I'm trying to get my setup as correct as possible prior to import. Or is there a larger collection of sample setups (for home use) online somewhere?

Sent from my iPhone

> On Feb 7, 2014, at 12:11 PM, "David T." <sunfish62 at yahoo.com> wrote:
> 
> Elwood,
> 
> This is just a note to offer a different perspective. jcard21's advice is certainly one way to go, and one that many on the list have done in the past. I migrated more in the manner you've described, though.
> 
> My experience (8 years ago, mind you, so maybe a little dimmed in memory) was that I used the approach that you did. I used Quicken for 13 years, and wanted my historical data available to me in GnuCash. I found that I could export all my Quicken data in QIF (including accounts and categories), and then import the QIF into GnuCash with a pretty high accuracy. 
> 
> This worked well for me in part because I was always pretty careful to categorize my transactions in Quicken. However, I found a number of spots where I had missed things, or wanted them to import differently in GnuCash, so I went back into Quicken (which admittedly had better tools for this) and altered the categories and transactions to better match up with what I wanted in GnuCash.
> 
> Once I had imported the data into GnuCash, I have not gone back.
> 
> Cheers,
> David
> 
> From: jcard21 xxxxxxx <jcard21+gnucash at gmail.com>
> To: Elwood <elwoodblues at bellsouth.net> 
> Cc: "gnucash-user at gnucash.org" <gnucash-user at gnucash.org> 
> Sent: Friday, February 7, 2014 7:04 AM
> Subject: Re: Recategorizing / bulk acount changing
> 
> On Thu, Feb 6, 2014 at 10:10 PM, Elwood <elwoodblues at bellsouth.net> wrote:
> > i just hope I'm not reorganizing for 10 years.  I'm trying to move from Quicken 2002 to GnuCash.  My initial import attempt revealed a variety of issues, some of which need to be changes in my import settings, but many of which were simply recategorization/account shifting problems.
> ...snip...
> 
> 
> I've used Managing Your Money by Andrew Tobias (9 years during the
> 1980s-1990s), Quicken (late 1990s-200x), spreadsheets, and now gnuCash
> since 2009.
> 
> My suggestion to you:
> 
> 1) Do NOT try to import historical Quicken data into gnuCash. gnuCash
> uses double-entry bookkeeping; Quicken does not. The conversion is not
> worth the effort (in my opinion!).
> 
> 2) From within Quicken, run annual reports of your data and save them
> to your computer. Use some report file naming convention like:
> 
> ccyymmdd_hhmm_Quicken_ccyy_ABC_Report.txt (or .htm or .pdf ... I
> prefer .txt files.)
> 
> PS: You should be doing this every quarter/year, anyway!
> 
> Back everything up!!!
> 
> Use gnuCash from here on in.
> 
> ---
> jcard21
> 
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
> 
>